Now serving CPA firms & back-office teams

Hire AI agents as employees for the accounting work you can’t staff.

Ledgerline builds and operates AI agents that own specific roles — accounts payable, reconciliation, transaction coding, month-end close — at a fraction of the cost of a full-time hire. We deliver them as a managed service, configured for your workflow, accountable for the outcome.

No software for you to learn. First agent live in 5–10 days.
~80%
Cost reduction vs. a junior accounting hire
5–10d
From scoping call to first agent in production
24/7
No PTO, no turnover, no time-to-fill
How it works

An employee, delivered as a service.

Each agent is scoped to a specific role, configured for your workflow, and managed end-to-end by us. You get the output. We handle the operations, the integrations, the exceptions, the upkeep.

01 — INTAKE

A 30-minute scoping call.

We map the role you'd hire for — AP, recs, coding, close — and the workflow it lives inside. Tools, volume, exceptions, review cadence.

02 — BUILD

Configured to your books.

Agent is built against your chart of accounts, your job codes, your coding rules. Integrated with QuickBooks, Xero, NetSuite, or Sage. 5–10 business days.

03 — RUN

Working 24/7.

Documents flow in via email, upload, or direct API. The agent reads, validates, codes, posts. It flags anything outside its scope for your review.

04 — REVIEW

A monthly report & a human on call.

You see what was processed, what was flagged, what changed. We monitor performance, handle exceptions, and tune the agent as your business changes.

Who we serve

Two kinds of teams. The same kind of pain.

Whether you’re a CPA firm trying to free your staff for advisory work, or an operator running a construction crew with no one to do the books — the role you’re trying to fill is the one we replace.

For CPA & accounting firms

Built by CPAs, for the firms that don't have enough of them.

Junior staff are buried in client bookkeeping — coding, recs, AR/AP — and you can't hire fast enough to free them. We deploy agents that own that work across your client base, so your people can do the advisory work they're actually trained for.

  • Multi-client by default — one agent runs across your entire book
  • Familiar workflows — QuickBooks Online, Desktop, and your existing review process
  • A peer at the table — we hold the credentials and speak your language
  • Designed around your exposure — clear scope, mandatory review steps, audit trail
Discuss with a peer CPA
Pricing vs. the hire

The math is the whole pitch.

Compare against the role you were going to fill. The agent costs less, deploys faster, doesn’t quit, and scales with volume without overtime. We quote a flat monthly retainer after a 15-minute call — no per-transaction surprises.

The hire you were about to make
Junior staff accountant
$90,000/yr fully loaded
  • Salary$72,000
  • Benefits, payroll tax, equipment$18,000
  • Time-to-fill6–8 weeks
  • Annual turnover risk30–40%
Bookkeeping, recs, AR/AP across 30+ clients
vs.
What we deliver instead
Ledgerline agent — practice tier
$96,000/yr managed
  • Build & configurationincluded
  • Integrationsincluded
  • Monitoring & exceptionsincluded
  • Time to deploy5–10 days
24/7. Scales across every client. No turnover.
Compared

Five ways to solve this. Only one works for an SMB.

There’s no shortage of options on the market. Most of them either still leave you managing humans, or hand you a generic tool with no workflow attached.

OptionCostTime to deployWhat you getThe catch
A new bookkeeper hire$52K–$72K + benefits6–8 weeksSingle role · 40 hrs/wk30–40% annual turnover
Offshore bookkeeping firms$1.5–3K / mo2–4 weeksHuman team you still manageQuality + timezone friction
Generic AI tools (ChatGPT, Copilot)$20–40 / moImmediateNo workflow, no integrationsYou build everything yourself
RPA platforms (UiPath, Automation Anywhere)Enterprise3–6 monthsImplementation team requiredNot built for SMB
Ledgerline managed agents$900–$10K / mo5–10 daysOwns the role end-to-endManaged service, audit trail
Why now

The accounting workforce broke. The technology to replace it didn’t exist 18 months ago.

33%
Decline in CPA exam candidates since 2016

A structural staffing shortage with no near-term fix. Firms can’t hire fast enough; the businesses they serve feel it directly.

30–40%
Annual turnover in bookkeeping & AP roles

The hiring cycle never ends. By the time you train someone, they’re six weeks from leaving for $5K more somewhere else.

now
Document AI is finally production-ready

Structured data extraction, accounting system APIs, and validation tooling crossed the reliability threshold. The work that used to require a human no longer does.

Who’s behind this
Shehan Chandrasekera

Shehan Chandrasekera

CPA · Founder, Ledgerline

“Every CPA firm I talk to is hiring for the same role. Every operator I talk to has lost the same role twice this year. The work hasn’t changed — the people available to do it have. That’s the gap.”

A practicing CPA with deep tax and accounting infrastructure experience. Previously founded a tax API company that processed millions of returns at scale. Currently leads tax strategy at a venture-backed financial software company, working at the intersection of AI and financial data daily.

Engineering partner handles agent builds, API integrations, and technical operations. One partner closes deals and defines the work; the other builds the systems that do it.

Credentials
Licensed CPA
Prior
Founded a tax API company
Currently
Head of Tax Strategy at a fintech
Audience
23K+ tax & accounting professionals
FAQ

Everything we get asked on the 15-minute call.

Both, depending on your goal. CPA firms typically use them as capacity multipliers — junior staff focus on review and advisory while the agent handles the volume. SMBs often use them to replace a role outright. We scope this in week one.
Book a 15-minute call

Tell us about the role you can’t fill. We’ll tell you whether we can own it.

i.
15-minute scoping call — no pitch deck. We ask what role you'd hire for and how the workflow runs today.
ii.
Within 48 hours: a written scope with the agent's exact responsibilities, integrations, and a flat monthly quote.
iii.
If you proceed: agent is configured against your books and live in 5–10 business days.
iv.
Cancel anytime in the first 60 days. We don't lock anyone in.